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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,583 | $160,070+145.3% | $147,117+166.9% | $145,897+169.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.98% | 98.69%-93.7pp | 420.54%-415.6pp | 552.29%-547.3pp |
| Employer contribution / active EE | $6,757 | $5,285+27.9% | $4,932+37.0% | $4,663+44.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,669 | $15,035+17.5% | $12,993+36.0% | $13,390+32.0% |